Inviting a collaborator

Invite collaborators with different skills and roles to enhance your application and begin processing cases.

  1. In the navigation panel, click Users > People.
  2. Click Invite people to your application.
  3. In the autocomplete field, press the Down Arrow key, and then select a user name or email address.
    Result: If you enter an email address that does not exist, a new user is created for you.
  4. Optional: To control which type of access the user has to your application, select a role in the list that is displayed.
  5. Click Add.
  6. Close the Add users to application dialog box.